Filed October 7, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,711 | $84,936+17.4% | $111,297-10.4% | $79,386+25.6% |
| Participation rate | 98.8% | 75.9%+22.9pp | 77.3%+21.4pp | 70.7%+28.0pp |
| Annual return | 2.69% | 17.45%-14.8pp | 54.65%-52.0pp | 116.85%-114.2pp |
| Employer contribution / active EE | $3,825 | $1,979+93.2% | $2,731+40.0% | $2,427+57.6% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |